SWM
IBHE

Spire Wealth Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Spire Wealth Management’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-56,550
Closed -$1.31M – 2397
2025
Q3 		$1.31M Buy
56,550
+110
+0.2% +$2.55K 0.04% 330
2025
Q2 		$1.31M Buy
56,440
+19,363
+52% +$449K 0.05% 316
2025
Q1 		$862K Buy
37,077
+36,217
+4,211% +$841K 0.03% 436
2024
Q4 		$20K Buy
+860
New +$20K ﹤0.01% 1624

Other funds holding IBHE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Spire Wealth Management's IBHE Position: Q4 2025 in Review

Spire Wealth Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 56,550 shares — an estimated $1.31M sold.

Spire Wealth Management first reported a position in IBHE in Q4 2024 and held it in 4 quarters. The position peaked at $1.31M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Spire Wealth Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 56,550 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $1.31M.
  • Spire Wealth Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and held it in 4 quarters.
  • Spire Wealth Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $1.31M in Q3 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.